Portfolio (Quarterly)
Guide ↗
Acumen Wealth Advisors, LLC
· CIK 0001939202| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 74 | $4K | 0.00% | SOLD |
| 62 | ICLR | ICON PLC | Healthcare | 22 | $4K | 0.00% | SOLD |
| 63 | MLCO | MELCO RESORTS AND ENTMNT LTD | Consumer Cyclical | 527 | $4K | 0.00% | SOLD |
| 64 | GD | GENERAL DYNAMICS CORP | Industrials | 10 | $3K | 0.00% | SOLD |
| 65 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 23 | $3K | 0.00% | SOLD |
| 66 | AXS | AXIS CAP HLDGS LTD | Financial Services | 29 | $3K | 0.00% | SOLD |
| 67 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 100 | $3K | 0.00% | SOLD |
| 68 | — | SOUTHSTATE BK CORP | — | 30 | $3K | 0.00% | SOLD |
| 69 | SOFI | SOFI TECHNOLOGIES INC | Financial Services | 105 | $3K | 0.00% | SOLD |
| 70 | IWN | ISHARES TR | — | 14 | $3K | 0.00% | SOLD |
| 71 | PSMT | PRICESMART INC | Consumer Defensive | 20 | $2K | 0.00% | SOLD |
| 72 | AVB | AVALONBAY CMNTYS INC | Real Estate | 13 | $2K | 0.00% | SOLD |
| 73 | HDV | ISHARES TR | — | 18 | $2K | 0.00% | SOLD |
| 74 | SU | SUNCOR ENERGY INC NEW | Energy | 49 | $2K | 0.00% | SOLD |
| 75 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 42 | $2K | — | SOLD |
| 76 | VGT | VANGUARD WORLD FD | — | 2 | $2K | — | SOLD |
| 77 | ADSK | AUTODESK INC | Technology | 5 | $1K | — | SOLD |
| 78 | VUG | VANGUARD INDEX FDS | — | 3 | $1K | — | SOLD |
| 79 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 10 | $1K | — | SOLD |
| 80 | JCI | JOHNSON CTLS INTL PLC | Industrials | 12 | $1K | — | SOLD |
Sector Allocation
Technology
36.8%
Healthcare
20.3%
Communication Services
11.8%
Consumer Cyclical
9.3%
Financial Services
9.0%
Industrials
4.4%
Consumer Defensive
4.0%
Utilities
1.5%
Energy
1.4%
Basic Materials
0.9%